CASA Manager Job Vacancies in Delhi

We are looking for a dedicated Relationship Manager to join our team in Delhi. In this role, you will be responsible for fostering and managing strong relationships with clients. Your objective will be to ensure client satisfaction and drive business growth.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong connections with clients, understanding their needs and addressing any concerns to ensure satisfaction.- **Account Monitoring:** Regularly monitor client accounts to identify potential issues or areas for improvement, providing timely solutions to enhance client experience.- **Sales Support:** Collaborate with the sales team to identify opportunities for upselling or cross-selling products and services, helping to achieve sales targets.- **Performance Tracking:** Analyze client feedback and data to measure relationship success and develop strategies for better engagement and retention.- **Reporting:** Prepare and present reports on client status and relationship progress to senior management, ensuring transparency and effective communication.**Required Skills and Expectations:**- Candidates should have 3 to 9 years of experience in a relationship management role or similar, showcasing a strong track record in client service.- Excellent communication and interpersonal skills are essential for building rapport with clients and responding effectively to their needs.- Strong analytical and problem-solving abilities will be required to identify client issues and propose viable solutions.- Candidates should be goal-oriented and have a proven ability to contribute to team success while managing multiple client accounts.- Comfort with data analysis and reporting tools is a plus to help in tracking client engagement and performance metrics. If you meet these qualifications and are looking for a challenging yet rewarding opportunity, we encourage you to apply!

Job Title: CASA Sales OfficerLocation: Delhi NCRSalary: Up to 5 LPAExperience: Min 1 Year (No gap above 2 months)Responsibilities:Acquire new CASA (Current & Savings) accounts through field sales.Generate leads via cold calling, market visits & referrals.Achieve monthly acquisition targets.Meet customers, explain product features & complete onboarding.Maintain daily reports & ensure KYC/documentation compliance.Requirements:Minimum 1 year experience in CASA/BFSI/Field Sales.Strong communication & negotiation skills.Comfortable with fieldwork & target-driven role.Immediate joiners preferred.Benefits:Attractive salary + incentivesGrowth in BFSI sector

To Manage agency network, drive sales growth.To Develop new business opportunities through partnerships with agencies.To Collaborate with field sales team on strategic planning.To develop Business from SalesTo provide Sales Support to your team.Candidate Profile2+ Year Experience in any Sales & Marketing field (BFSI)Graduation MustCTC: Fixed + Incentive (Performs basis)Good CommunicationLocal candidate applyAge 24 to 39

Company - AU Small Finance BankProfile - Relationship Manager - RoyaleAge - 35 yrsLocation - DelhiExperience - 6 yrsSalary - upto 11 lpaContact No. - 7390850665

we need a candidate casa excutive account openand kyc update

We are Hiring, Sales Manager - DSA/DST- Channel: Near Prime & Affordable- Product: HL & Lap- Sourcing from DSA , Connecter, Builder or references- Candidate should earn incentives in last 3 months* Hr. Shivani -9429770204

Must have in casa , mutual fund, portfolio

JOB ROLE :- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.- Ensures high levels of customer service orientation and application of bank policy.- Cross sells existing bank products to customers.- Informs customers of new products or product enhancements to further expand the banking relationship.- Plans and conducts special sales initiatives and events for prospective and existing clients.- Coordinates with other group companies to provide seamless access to other products.- Maintains complete relationship record for assigned customer accounts.- Tracks customer complaints/queries and turnaround times for customer satisfaction

contact:- 6352448697* Working on leads provided by firm.*Meeting customers daily.*Achieving targets.*direct channel

Responsibilities:Allocating targets to the Sales Team Develop a business plan to support the Sales Team.Drive the Sales Team towards achieving their respective target.Building Builder/Corporate Relationships/ DSA relationships.Executing business plans for the area under purview.Manage a Team of BDEs and provide Training and support in team developing activities.Conduct team meetings, provide individual and team feedback, and ensure teamwork.Handle individual and team objections query and motivate the team.Retaining Team Members.Continuously exploring new business opportunities.Maintaining credit quality and overall cost control.Selling Home Loan/ Insurance Products and any other product introduced by the company.Generate Leads From Builder, Open Market, and Other Sources.Assisting Team Manager in developing Tie-Ups with Builders.Any Other task assigned from time to time by his team leader.

Dear Candidate ,We are hiring for Relationship Officer/Senior Relationship Officer post (Bancassurance Channel).Job description:- Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompany's product range, gain customer agreement to purchase, accurately completesales documentation.CTC: 2LPA to 4.50LPAExperience: min 1yr experience in Life InsuranceQualification: Graduation is mandatory.Channel: BancassuranceThanks &; RegardsKarishma

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

We are looking huge number of Interested candidates for Home loan/business loan Process with Attractive salary and incentive also.Job location -Kalkaji ,New delhi

We are among the leading mutual fund distributors in India, managing 850 cr of mutual Fund AUMThe requirement is as follows1. Graduate/MBA/CFP2. At least 2 year experience of working with Mutual Fund distributor as a relationship manager3. Excellent command over Excel/Word/PowerPoint4. Good command on EnglishSalary: As per industry norms. Location: Hauz Khas, New Delhi

Are you good at developing rewarding professional relationships with our Channel Partner? If yes, then this is the best job for you. Honesty and enthusiasm to perform are the two most valuable qualities that will define your progress in this role. For more information find below Job Details: Responsible to recruit competitor distributors and Develop the team and Drive a Business together. The person should be able to add value to the merchants in terms of product information, review on earnings, etc.. so that distributors Regularly visit the financial consultant and approach them a better opportunity and encourage them to develop more value in the Business. Build and Maintain a relationship with Prospective clients and with Financial Consultant Securing the team to use the digital platforms to generate more leads of Interested clients.Key Skills Required from Candidate is: Goal-Oriented Analytical Thinking Relationship Building Work Ethics and Process Adherence Ability to coach others Ability to give and receive feedbackWho is Eligible?1. Education: Graduation from any stream2. Age: Up to 38 Years only3. Experience: Mini. 2 to 4 Years experience is required in Sales and Marketing of Life Insurance4. Good Communication Skills with Attractive Personality

We are looking huge number of Interested candidates for Home loan/business loan Process with Attractive salary and incentive also.Job location -Kalkaji ,New delhi

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.

Responsibilities:Develops new and expands existing High Net worth Customer relationships for liabilities.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaroundtimes for customer satisfaction